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Vessel Fee News: Are Grain Shipments at Risk? + 3-Month Weather Outlook

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Manage episode 478205895 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.

๐Ÿšข Trump Scales Back Ship Tariffs
The Trump administration has softened its stance on China-built ship fees. Instead of $1.5M per port call, vessels will now face fewer charges โ€” and empty grain/coal ships are exempt! ๐ŸŒพโ›ด๏ธ
๐ŸŒง๏ธ Rain in the Plains & Corn Belt
Big weekend rains hit parts of Oklahoma, Missouri & beyond. More on the way for the Southern Plains. NOAAโ€™s 3-month outlook just dropped โ€” maps inside! ๐Ÿ—บ๏ธ
๐ŸŒฝ Drought Monitor Update
Dry week for much of the Corn Belt. Drought eased in some parts of MN/WI but worsened in NE & KS.
๐Ÿ”น Corn: 30%
๐Ÿ”น Soybeans: 23%
๐Ÿ”น Winter Wheat: 34%
๐Ÿ”น Spring Wheat: 43%
๐Ÿ”น Cattle: 38%
๐Ÿ“ˆ Funds Go Long Soybeans
CFTC shows big fund buying โ€” soybeans saw the largest net-long since Feb.! Corn and wheat also saw fresh buying. ๐Ÿ“Š
๐Ÿ‡ฏ๐Ÿ‡ต Japan Trade Talks
Japan may boost soybean & rice imports. Corn trade steady. Trump presses on tariffs & ag exports โ€” no deal yet, but โ€œbig progress.โ€ ๐Ÿค
๐Ÿ›ข๏ธ Ethanol Exports Boom
U.S. ethanol exports already over 1 billion gallons this year. ๐Ÿš€
๐Ÿ‡จ๐Ÿ‡ฆ Canada = top buyer
๐Ÿ‡ช๐Ÿ‡บ EU = huge YOY increase
๐Ÿšš Corn & Soybean Export Sales Surge
Corn sales are up 99% on the week. ๐Ÿ“ฆ Mexico leads. Soybeans are also strong. Wheat? Not so much.
๐Ÿ„ Cattle on Feed Report
Slightly bearish tone โ€” placements up, but still below the 5-year average. Neutral-to-bearish read overall. ๐Ÿ“‰๐Ÿ“ˆ

  continue reading

1463 episodes

Artwork
iconShare
 
Manage episode 478205895 series 2864038
Content provided by Joe Vaclavik. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joe Vaclavik or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Joe's Premium Subscription: www.standardgrain.com
Grain Markets and Other Stuff Links-
Apple Podcasts
Spotify
TikTok
YouTube
Futures and options trading involves risk of loss and is not suitable for everyone.

๐Ÿšข Trump Scales Back Ship Tariffs
The Trump administration has softened its stance on China-built ship fees. Instead of $1.5M per port call, vessels will now face fewer charges โ€” and empty grain/coal ships are exempt! ๐ŸŒพโ›ด๏ธ
๐ŸŒง๏ธ Rain in the Plains & Corn Belt
Big weekend rains hit parts of Oklahoma, Missouri & beyond. More on the way for the Southern Plains. NOAAโ€™s 3-month outlook just dropped โ€” maps inside! ๐Ÿ—บ๏ธ
๐ŸŒฝ Drought Monitor Update
Dry week for much of the Corn Belt. Drought eased in some parts of MN/WI but worsened in NE & KS.
๐Ÿ”น Corn: 30%
๐Ÿ”น Soybeans: 23%
๐Ÿ”น Winter Wheat: 34%
๐Ÿ”น Spring Wheat: 43%
๐Ÿ”น Cattle: 38%
๐Ÿ“ˆ Funds Go Long Soybeans
CFTC shows big fund buying โ€” soybeans saw the largest net-long since Feb.! Corn and wheat also saw fresh buying. ๐Ÿ“Š
๐Ÿ‡ฏ๐Ÿ‡ต Japan Trade Talks
Japan may boost soybean & rice imports. Corn trade steady. Trump presses on tariffs & ag exports โ€” no deal yet, but โ€œbig progress.โ€ ๐Ÿค
๐Ÿ›ข๏ธ Ethanol Exports Boom
U.S. ethanol exports already over 1 billion gallons this year. ๐Ÿš€
๐Ÿ‡จ๐Ÿ‡ฆ Canada = top buyer
๐Ÿ‡ช๐Ÿ‡บ EU = huge YOY increase
๐Ÿšš Corn & Soybean Export Sales Surge
Corn sales are up 99% on the week. ๐Ÿ“ฆ Mexico leads. Soybeans are also strong. Wheat? Not so much.
๐Ÿ„ Cattle on Feed Report
Slightly bearish tone โ€” placements up, but still below the 5-year average. Neutral-to-bearish read overall. ๐Ÿ“‰๐Ÿ“ˆ

  continue reading

1463 episodes

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